K2's Advanced Collaboration Solutions
Tuesday, March 10, 2026
11 a.m.-12:50 p.m. Central
2 CPE (2 non-technical)
Course code: 25WA-421E
View pricing
Online registration has closed.
Please call 952-831-2707 to register. Phones are staffed from 7:30 a.m. to 4:30 p.m.
Central Time on Monday through Friday and from 7:30 a.m. to noon on Fridays
during the summer months.
Collaboration is more important now than ever. In this session, you will learn how to take advantage of today's collaboration tools to improve accuracy, customer/client service, and organizational efficiency.
Major subjects
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Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration
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Modern Payment Solutions: Understanding and integrating various payment options into your portal
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Effective Use of eSignatures: Streamlining processes and ensuring compliance
Learning objectives
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Evaluate and select portal products that include PBC and 1040 workpaper functionalities
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Compare different vendor options for integrating payment processes
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Assess eSignature needs and the features that best address them
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Develop a comprehensive understanding of the features necessary for effective collaboration
Who should take this program?
- Accounting and financial professionals who want to leverage the latest collaboration technologies, including advanced portals, payments, eSignatures, and more, to enhance their practice's efficiency and client satisfaction
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Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Online registration has closed.
Please call 952-831-2707 to register. Phones are staffed from 7:30 a.m. to 4:30 p.m.
Central Time on Monday through Friday and from 7:30 a.m. to noon on Fridays
during the summer months.
Location
Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Fundamental understanding of basic business technologies
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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